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Retail investors cautiously re-engaged in July, Schwab data reveals
EQUITIES AUG 04, 2025
Retail investors cautiously re-engaged in July, Schwab data reveals

The firm's proprietary index of investor activity nudged higher last month.

By Steve Randall
GeoWealth secures $38M in funding round led by major alternative investment manager
ALTERNATIVES AUG 03, 2025
GeoWealth secures $38M in funding round led by major alternative investment manager

Series C funding will accelerate unification of TAMP’s model portfolios.

By Steve Randall
Research highlights growing need for personalized retirement solutions as investors age
RETIREMENT PLANNING AUG 01, 2025
Research highlights growing need for personalized retirement solutions as investors age

New joint research by T. Rowe Price, MIT, and Stanford University finds more diverse asset allocations among older participants.

By Leo Almazora
Wall Street’s months-long truce with Washington is shattering
EQUITIES AUG 01, 2025
Wall Street’s months-long truce with Washington is shattering

Tariff shocks and a weak July jobs report triggered an inauspicious start to August, sparking volatility across the equity and bond markets.

By Bloomberg
US leveraged-loan sales soar to new high in record-breaking July
FIXED INCOME AUG 01, 2025
US leveraged-loan sales soar to new high in record-breaking July

The junk debt market is looking hot for the summer as a drought in buyouts and demand for floating-rate debt work in issuers' favor.

By Bloomberg
Fed rate cut back in play after July jobs miss with 73,000 added to nonfarm payrolls
EQUITIES AUG 01, 2025
Fed rate cut back in play after July jobs miss with 73,000 added to nonfarm payrolls

Hiring slows in July as downward revisions and rising unemployment rate strengthen the case for a Federal Reserve rate cut.

By Leo Almazora
WisdomTree to acquire $1.85B AUM specialist asset manager
ALTERNATIVES AUG 01, 2025
WisdomTree to acquire $1.85B AUM specialist asset manager

The deal marks a strategic entry into private asst markets for the ETP, ETF innovator.

By Steve Randall
Why the $5-10M market provides growth potential for advisors, financial institutions
PRACTICE MANAGEMENT JUL 31, 2025
Why the $5-10M market provides growth potential for advisors, financial institutions

New report reveals growing power of this cohort of almost 2 million households.

By Steve Randall
Capital Group, KKR eye first public-private equity fund in SEC filing
ALTERNATIVES JUL 30, 2025
Capital Group, KKR eye first public-private equity fund in SEC filing

The $3 trillion investment manager is projecting an early 2026 launch for its blended strategy, which would put up to 40% of assets in PE investments or funds offered by KKR.

By Leo Almazora
Will solar stocks shine in the wake of Trump's One Big Beautiful Bill Act?
EQUITIES JUL 30, 2025
Will solar stocks shine in the wake of Trump's One Big Beautiful Bill Act?

Wealth managers shed some light on the future of solar stocks now that the OBBBA has been enacted.

By Gregg Greenberg
Fed holds rates steady; economists expect September may be a different story
EQUITIES JUL 30, 2025
Fed holds rates steady; economists expect September may be a different story

"The rate-setting committee has set the stage to take action at the next meeting. If economic conditions weaken, the committee will likely cut rates by a quarter point in September," said Jeffrey Roach, chief economist at LPL Financial.

By Andy Burt
Divided Fed maintains interest rate hold for July as criticisms build
EQUITIES JUL 30, 2025
Divided Fed maintains interest rate hold for July as criticisms build

President Donald Trump, Treasury Secretary Scott Bessent, and two Federal Reserve governors have all raised concerns questioning the central bank's leadership.

By Leo Almazora
GDP rises 3.0% in the second quarter, surpassing forecasts
EQUITIES JUL 30, 2025
GDP rises 3.0% in the second quarter, surpassing forecasts

"This report is unlikely to shift the Federal Reserve's stance ... For investors, this reinforces the importance of managing risk and focusing on fundamentals, rather than reacting to headline numbers," said Gina Bolvin, president of Bolvin Wealth Management Group.

By Andy Burt
EToro to tokenize US stocks on Ethereum network for 24/7 trading
ALTERNATIVES JUL 29, 2025
EToro to tokenize US stocks on Ethereum network for 24/7 trading

Following a similar move by Robinhood, the online investing platform said it will also offer 24/5 trading initially with a menu of 100 US-listed stocks and ETFs.

By Bloomberg
Bluerock interval fund could trade at 'substantial discount' after it lists, company says
EQUITIES JUL 29, 2025
Bluerock interval fund could trade at 'substantial discount' after it lists, company says

At the end of May, the Bluerock Total Income + Real Estate Fund said the net asset value, or NAV, of its Class A and Class C shares, respectively, was $25.74 and $23.71.

By Bruce Kelly
Annuities hit new $223B high in H1 2025, LIMRA says
RETIREMENT PLANNING JUL 29, 2025
Annuities hit new $223B high in H1 2025, LIMRA says

The latest preliminary data show $117 billion in second-quarter sales, but hints of a slowdown are emerging.

By Leo Almazora
Even top earners are falling behind on credit card and car payments
FIXED INCOME JUL 29, 2025
Even top earners are falling behind on credit card and car payments

Surging delinquencies on such consumer debt, as well as problems in the housing market, raise the stakes for the Fed's next move on interest rates.

By Bloomberg
Private market optimism grows amid public market caution, says Wells Fargo
ALTERNATIVES JUL 29, 2025
Private market optimism grows amid public market caution, says Wells Fargo

Institutional investors are pivoting portfolios to reflect complex macroeconomics.

By Steve Randall
Harrison Street launches private wealth division to offers alts strategies to advisors, HNWIs
ALTERNATIVES JUL 29, 2025
Harrison Street launches private wealth division to offers alts strategies to advisors, HNWIs

Asset management firm expands and rebrands subsidiary for institutional-quality offering.

By Steve Randall
Manhattan lone shooter kills 4, including police officer, Blackstone executive
ALTERNATIVES JUL 29, 2025
Manhattan lone shooter kills 4, including police officer, Blackstone executive

The victims at 345 Park Ave, home to the PE firm as well as KPMG and the National Football League, included the CEO of the Blackstone Real Estate Income Trust.

By Andy Burt